Center for Financial Planning’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Center for Financial Planning’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.4K	Hold	1,403	–	–	﹤0.01%	383
2026 Q1	$30.8K	Hold	1,403	–	–	﹤0.01%	368
2025 Q4	$31.6K	Hold	1,403	–	–	﹤0.01%	356
2025 Q3	$32.3K	Hold	1,403	–	–	﹤0.01%	363
2025 Q2	$33K	Buy	+1,403	New	+$32.1K	﹤0.01%	339

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Center for Financial Planning's BWX Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2026 at 1,403 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Center for Financial Planning first reported a position in BWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $33K in Q2 2025. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Center for Financial Planning held 1,403 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $30.4K as of Q2 2026.
Center for Financial Planning left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #383 holding.
Center for Financial Planning first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Center for Financial Planning's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $33K in Q2 2025.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.